Clifford Robello
Clifford Robello is a CFP-designated registered investment advisor at Pinkerton Wealth Partners, based in Coeur D'Alene, ID, with 39 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,152 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinkerton Wealth charges an annual investment advisory fee of up to 2.0% of the assets in your account. The fee is based on the market value of the account, the types of assets held, your financial situation, and trading activity, and is negotiable. Fees are charged quarterly in advance. If Pinkerton Wealth uses its affiliate, Sherman Portfolios, clients may be charged a sub-adviser fee of up to 0.8%.
Location
2000 John Loop, Coeur D'Alene, ID, 83814
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Regulatory History (1)
Investigation
October 2019Other Business ActivitiesSells Insurance
Clifford is the CEO and Senior Advisor at CRM Financial Advisors, dedicating nearly full-time hours. He also facilitates estate documents through Encorestate, spends a few hours per week on insurance sales, and dedicates significant time to Pinkerton Wealth Partners as an RIA.
Employment History
Current Registrations
Pinkerton Wealth Partners
Private Client Services, LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Aetna Financial Services, INC.Broker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.